by Jon Sevenker | Jan 28, 2021 | P&A Articles
Do you have boxes full of old financial statements: tax returns, brokerage statements, bank statements, healthcare receipts, etc.? Since many of these arrive in your mailbox monthly, they multiply quickly. Have you ever wondered if you need to keep these, and if so,...
by Jon Sevenker | Dec 23, 2020 | Books, P&A Articles
With a limited menu of activities for much of the year, I found myself with more time to read. Here are the Top 15 books I read in 2020 categorized by topic. Leadership: The Ride of a Lifetime – Written by Bob Iger, former CEO of the Walt Disney Companies, this...
by Jon Sevenker | Dec 21, 2020 | P&A Articles
The calendar will turn over in less than two weeks, and with it a new year, a new beginning. For many, this is a time of resolutions. Five of the most common are to eat better, work out more, lose weight, make smarter financial decisions, and spend more time with...
by Jon Sevenker | Dec 17, 2020 | P&A Articles
In this post, we share a handful of ways we’ve helped our clients save on taxes, be more philanthropic, and make more informed financial decisions. Qualified Charitable Distribution from an IRA – A QCD allows someone over the age of 70.5 to gift money out of their IRA...
by Jon Sevenker | Nov 17, 2020 | P&A Articles, Retirement
For most people, “retirement” is NOT a time of sitting around and doing nothing. (In fact, this sedentary lifestyle can be stressful.) Most people want to remain active, engaged, and purposeful. More than ever, there are abundant resources for those...
